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A selection of some of our most recent videos. For more, visit the Investment Advice Videos or our YouTube channel.

2022 3rd quarter investment update featuring Karl Frank, Virginia Wu, Chad Harmon and Judson Cass.

We believe the right way to invest is to diversify by strategy. For the first time since the great financial crisis of 2008, our researchers are in agreement that the ...short-term is a little bearish. To get to the highlights, here are some shortcuts for you:

5 mins 10 seconds: 5 big factors driving markets today
11 minutes: 3 changes we have already made to many of our client portfolios
17 mins 15 seconds: Virginia Wu on when the best days in the markets tend to occur...
23 minutes: Chad Harmon on reasons for optimism
30 minutes: Judson on shrinkflation and what we can do about it

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.
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